Add a related record fails…do I need to write custom code? RRS feed

  • Question

  • Using CRM 2013 On Premise I have created a dialog process that basically creates a new entity record. For this example lets say we are creating an opportunity.

    The dialog creates the opportunity and then proceeds on to allow the user to find products to add to the opportunity. This is where I run into my problem. I see no way using OOB dialogs, workflows, actions etc. to add a relationship.

    I am capable of creating a custom plug-in or workflow but since I am new to CRM 2013 I wanted to make sure there wasn't a way to do this OOB.

    When I select update opportunity then go to Set Properties what field do I populate? In the GUI I select a product from the "products grid" on the form.

    Obviously I can't update the grid....however there is some field (a collection field of some sort) that maintains a list of all the 1:N (in this case N is the Products) items...???

    So sorry for the lack of understanding but I'm not sure how to do the actual update step...outside custom code.

    Further...There is a relationship called: product_opportunities. The grid on the form pulls a view from OpportunityProduct entity. Looking in the DB the OpportunitProductsBase table is basically...really simplified here....OpportunityID & ProductID.

    The view of the grid resolves these ID's into meaningful human readable text.

    So I want to update that relationship table and it just seems like I'll be needing to write code to do that...but just thought that would have been addressed by Msoft but of course they have a long to do list and can't get to everything.

    Thursday, January 2, 2014 6:19 PM